See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,570 | $54,350+31.7% | $82,719-13.5% | $68,494+4.5% |
| Participation rate | 60.6% | 63.9%-3.3pp | 72.6%-11.9pp | 67.9%-7.3pp |
| Annual return | -12.73% | -13.67%+0.9pp | 701.18%-713.9pp | -7.84%-4.9pp |
| Employer contribution / active EE | $322 | $2,218-85.5% | $3,009-89.3% | $2,596-87.6% |
| Participant deferral / active EE | $4,027 | $3,246+24.1% | $4,395-8.4% | $4,0270% |
| Admin fee / account holder | $1,177 | $4,395-73.2% | $5,329-77.9% | $5,403-78.2% |